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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,748 | $138,102-14.0% | $125,381-5.3% | $134,532-11.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.38% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $4,170 | $5,245-20.5% | $4,815-13.4% | $4,741-12.0% |
| Participant deferral / active EE | $9,350 | $7,801+19.9% | $7,448+25.5% | $6,401+46.1% |
| Admin fee / account holder | $31,397 | $11,568+171.4% | $10,007+213.7% | $11,429+174.7% |